Jason Smith discusses his Bucket Plan for reaching financial goals. Listen Now

Financial planner Jason Smith addresses these concerns in a useful new book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” (Greenleaf Book Group). One of Smith’s mentors, IRA expert Ed Slott, who will be familiar to many readers of this column, wrote the foreword. Read Full Article

When it comes to saving for retirement, maybe you’ve done everything right. You started early, maxed out your 401(k) plan, invested in a diversified portfolio and avoided costly mistakes, such as cashing out your retirement plan. Fantastic. But now comes the hard part: making sure you don’t outlive your money. Read Full Article

A Westlake man’s book on retirement planning has reached the top of the Amazon.com new release best seller list in two categories. Read Full Article